See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,526 | $54,573-53.2% | $90,951-71.9% | $73,488-65.3% |
| Participation rate | 84.6% | 61.2%+23.4pp | 69.0%+15.6pp | 70.7%+13.9pp |
| Annual return | 14.38% | 16.69%-2.3pp | 134.60%-120.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $719 | $991-27.5% | $2,122-66.1% | $2,270-68.3% |
| Participant deferral / active EE | $3,542 | $2,517+40.7% | $3,373+5.0% | $3,740-5.3% |
| Admin fee / account holder | $209 | $521-59.8% | $5,959-96.5% | $513-59.2% |